Alitis Investment Counsel is a Vancouver Island based boutique asset manager. Our firm was founded on the fundamental belief that that investment industry is experiencing a paradigm shift. The traditional long-only portfolio of stocks and bonds is no longer the only option available to deliver superior risk-adjusted returns. We believe in allocating a signification amount to alternative assets.
Alitis Mortgage Plus Fund
Utilizing a "multi-manager" approach to investment selection, this pool is designed to yield higher returns than traditional fixed income investments. This innovative portfolio combines the stability of private mortgage-based investments with the liquidity of publicly-traded mortgage investment corporations (MICs) and other asset-backed investments.
The target return is 6% to 7%, net of fees in all market cycles. The Plus in the Fund is the flexibility to include income-paying equity investments. The Pool will consist primarily of mortgage based investments, but when financial markets present great opportunities, Alitis may tactically allocate up to 25% of the Pool to these under-valued assets.
Alitis Private REIT
Diversified portfolio of professionally selected and managed private real estate. Actively managed, with the ability to opportunistically buy under-valued real estate. In-depth manager due-diligence and monitoring by Alitis’ Portfolio Managers.
The Alitis Private REIT is designed to offer investors access to high quality private real estate in one well-diversified, Multi-Manager solution. The objective of this portfolio is to generate a moderate level of income plus capital appreciation over the long-term. The target return is 7 - 10%, net of fees, over a 5 - 7 year hold period.
Our approach is based upon controlling risk and enhancing longer-term returns through the use of a broad range of traditional and alternative asset classes. It is our view that the majority of a portfolio’s risk and return can be determined by the asset classes and a significant portion of our effort is spent on their analysis. Our carve-out solutions are largely private investments.
We believe that traditional portfolios made up of stocks & bonds will likely have difficulty performing well in the coming years. To address these challenges we designed and launched a number of investment solutions that utilize a much wider variety of asset classes and investment approaches resulting in a significant level of diversification.
Cecil Baldry-White, CEO & President
Aileen Collings, Executive Vice President
Kevin Kirkwood, Chief Investment Officer
Stacey Blyth, Chief Compliance Officer
Mitchell Prothman, Senior Portfolio Manager & Chief Trader
Todd Blaseckie, Portfolio Manager
Emily Hoffman, Associate Portfolio Manager
Aaron Robertson, Associate Portfolio Manager
Daniel Fanizza, Associate Portfolio Manager